Wealth manager, bank-affiliated · Philadelphia, PA
Bryn Mawr Trust Advisors, LLC
SEC-registered investment adviser · CRD 285359 · SEC 801-108434
At a glance
Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser based in Philadelphia, Pennsylvania, with $3.5B in regulatory assets under management as of its Form ADV filed July 21, 2026. It reports 1,335 individual clients, 599 of them high-net-worth, holding an average of about $2.5 million each, and 87 employees. That ranks it 311th among the nation’s 5,657 independent wealth management RIAs and 19th of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 215-731-1820bmt.comAs filed on Form ADV
- Regulatory AUM
- $3.5B
- Rank among independent wealth managers
- #311 of 5,657
- Rank among all SEC RIAs
- #2,589 of 17,210
- Rank in Pennsylvania
- #19 of 260
- Individual clients
- 1,335
- High-net-worth clients
- 599
- Accounts
- 3,849
- Discretionary
- 99% of AUM
- Employees
- 87
- Advisory staff
- 55
- Offices
- 9
Owners and executives on its Form ADV
- Robert J. SchneiderPresident, Chairman of the Board
- Donna M. CunninghamChief Compliance Officer
- Jamie P. HopkinsChief Wealth Officer
- Jasmine Z. YuChief Investment Officer
- Jacquelyn K. BlueChief Operating Officer
- Sandra L. WhalenBoard Member
- Candice M. CarusoBoard Member
- James A. GiseBoard Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Bryn Mawr Trust Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 599 | $3.1B | 88% |
| Individuals | 736 | $227M | 6% |
| Corporations or other businesses | 30 | $84M | 2% |
| Charitable organizations | 28 | $67M | 2% |
| State or municipal government entities | – | $24M | <1% |
| Other investment advisers | – | $14M | <1% |
| Pension and profit sharing plans | 16 | $13M | <1% |
| Banking or thrift institutions | – | $3M | <1% |
Disciplinary disclosures
Bryn Mawr Trust Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bmt.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 1,159 peers of its type and size
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- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Sage Financial Group Inc.West Conshohocken | $4.3B | 1,101 |
| Wescott Financial Advisory Group LLCPhiladelphia | $4.2B | 769 |
| Nordwand AdvisorsRadnor | $4.0B | 57 |
| Kathmere Capital Management, LLCWayne | $3.5B | 750 |
| Wedmont Private CapitalWest Chester | $3.4B | 496 |
| Schneider Downs Wealth Management Advisors, LPPittsburgh | $3.3B | 663 |
Background
Questions
How much does Bryn Mawr Trust Advisors, LLC manage?
Bryn Mawr Trust Advisors, LLC reports $3.5B in regulatory assets under management across 3,849 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 21, 2026.
How many clients does Bryn Mawr Trust Advisors, LLC have?
It reports 1,335 individual clients: 599 high-net-worth individuals and 736 other individuals. Individuals account for about 94% of its regulatory assets.
Where is Bryn Mawr Trust Advisors, LLC headquartered?
Its main office is in Philadelphia, Pennsylvania. It reports 9 offices in total and 87 employees, 55 of whom perform investment advisory functions.
How does Bryn Mawr Trust Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Bryn Mawr Trust Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed July 21, 2026, it reports these amounts held: Charles Schwab ($1.3B); Fidelity ($1.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Bryn Mawr Trust Advisors, LLC a hybrid RIA with a broker-dealer?
Bryn Mawr Trust Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Bryn Mawr Trust Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Bryn Mawr Trust Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Bryn Mawr Trust Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →